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ValueinValuein
Institutional tier

Follow the smart money — 13F flows and insider clusters

See what funds and insiders are actually accumulating or dumping, and position ahead of the crowd.

The problem

13F and Form 4 data is public, but raw — scattered across millions of filings. Spotting a conviction cluster buy or a manager rotating into a name before it's a crowded trade takes infrastructure most desks don't have.

How Valuein does it

  1. 1

    See the flow

    get_smart_money_flow surfaces the net institutional flow signal per name; get_institutional_holdings and get_top_holders show who holds and who's adding.

  2. 2

    Read the insiders

    get_insider_transactions (Form 3/4/5) and get_insider_sentiment reveal cluster buys and the aggregate buy/sell ratio — the highest-conviction signal there is.

  3. 3

    Watch the activists

    get_blockholders flags SC 13D/13G stakes — including the going-active transition that often precedes a catalyst.

In practice

Ask your AI agent

You ask

Which institutions added to this name last quarter, and have any insiders been buying in clusters?

Valuein returns

3 managers added (net +X% of float); 2 insiders bought within 10 days of each other (cluster). One new 13G filer crossed 5%. All cited to the underlying 13F/Form 4.

The outcome

You ride institutional and insider conviction into a name before the flow is obvious — backed by the actual filings.

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get_smart_money_flowget_institutional_holdingsget_insider_transactionsget_insider_sentimentget_blockholdersget_manager_portfolio

Frequently asked

What's in the smart-money dataset?

~78M rows: insider Form 3/4/5 transactions, 13F institutional holdings, and SC 13D/13G beneficial-ownership stakes — the full insider + institutional picture.

Which tier includes it?

The smart-money dataset is an Institutional-tier feature (or available per-call via pay-as-you-go at $5/entity). It is not included in Pro.

Related use cases

Do this with your own data — free.

The free S&P 500 tier needs no credit card. One token works across MCP, the Python SDK, and the Workspace.